As of the latest SEC filings, FORRESTER RESEARCH, INC. (FORR) is held by 111 institutional funds. The largest fund shareholder is Strategic Advisers U.S. Total Stock Fund (FSAKX), holding an estimated $4,234,707.10 in market value, representing a significant portion of its portfolio.
Funds holding FORRESTER RESEARCH, INC. (FORR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FORR
- CIK:
- 0001023313
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $4,234,707.10 | 708,145 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,989,127.76 | 351,436 | Mar 31, 2026 | May 28, 2026 |
|
-
Adara Smaller Companies Fund
|
ETF | Independent / Boutique | 0.22% | $1,663,695.80 | 278,210 | Feb 28, 2026 | Apr 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,654,067.08 | 292,238 | Mar 31, 2026 | May 28, 2026 |
|
MSGAX
Meridian Small Cap Growth Fund
|
MF | Independent / Boutique | 0.33% | $785,941.94 | 138,859 | Mar 31, 2026 | Jun 1, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $685,628.87 | 109,003 | Apr 30, 2026 | Jun 26, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.79% | $678,401.94 | 119,859 | Mar 31, 2026 | May 21, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $667,896.98 | 118,003 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $571,914.70 | 101,045 | Mar 31, 2026 | May 28, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.06% | $504,872.00 | 89,200 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $410,913.12 | 65,328 | Apr 30, 2026 | Jun 29, 2026 |
|
PSTWX
SmallCap Value Fund II
|
MF | Independent / Boutique | 0.03% | $397,144.31 | 63,139 | Apr 30, 2026 | Jun 25, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $367,566.68 | 61,466 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.00% | $351,342.94 | 58,753 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $338,898.56 | 56,672 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $330,218.71 | 52,499 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $268,828.31 | 42,739 | Apr 30, 2026 | Jun 24, 2026 |
|
CZMSX
Multi-Manager Small Cap Equity Strategies Fund
|
MF | Columbia Threadneedle | 0.02% | $235,612.00 | 39,400 | Feb 28, 2026 | Apr 27, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.01% | $230,814.80 | 40,780 | Mar 31, 2026 | May 27, 2026 |
|
DEEP
Acquirers Small and Micro Deep Value ETF
|
ETF | Independent / Boutique | 0.76% | $202,638.28 | 33,886 | Feb 28, 2026 | Apr 27, 2026 |
|
AFMCX
ACUITAS US MICROCAP FUND
|
MF | Independent / Boutique | 0.18% | $173,252.60 | 30,610 | Mar 31, 2026 | May 28, 2026 |
|
EES
WisdomTree U.S. SmallCap Fund
|
ETF | WisdomTree | 0.03% | $167,852.96 | 29,656 | Mar 31, 2026 | Jun 1, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $162,074.10 | 28,635 | Mar 31, 2026 | May 28, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.13% | $159,046.00 | 28,100 | Mar 31, 2026 | May 21, 2026 |
|
ONEQ
Fidelity Nasdaq Composite Index ETF
|
ETF | Fidelity | 0.00% | $144,973.14 | 24,243 | Feb 28, 2026 | Apr 24, 2026 |
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